Our People

After spending nearly 20 years of his career at TD Ameritrade, where he ran the largest advice practice in the nation, David founded Stevens Capital Partners^TM, an SEC fee-only Registered Investment Advisory Firm (formerly known as Purposeful Wealth). David is a University of Nebraska at Lincoln graduate, a series 66 licensed (Investment Advisor), and holds the CERTIFIED FINANCIAL PLANNER ™ designation. He is a proud member of the National Association of Personal Financial Advisors and is on the Board of Directors for the Financial Planning Association of Nebraska.

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David has been a guest speaker and panelist at local and national conferences throughout the financial industry. David and the team focus on your life, family, and priorities to help you determine, navigate, and achieve your goals. His commitment to the fiduciary model of investment management is one of the pillars
that support his work ethic and core values.

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He and his wife, Natalia and have four children and live in Omaha, where he enjoys attending and coaching their children’s academic, musical, and athletic events. He sits on several boards and enjoys making a positive impact in the lives of others. Part of that commitment is his pledge to donate 10 percent of the profits of Stevens Capital Partners^SM to his community.

Jason joined Stevens Capital Partners^TM after working as a Wealth Manager at Farm Bureau and TD Ameritrade.  As a Private Wealth Manager, he provides customized financial planning and advice to clients and their families.  He delivers exemplary client service, transparent communication, and holistic guidance, helping you achieve your financial goals. Jason earned his bachelor’s degree from the University of Nebraska at Omaha and holds his series 66 license (Investment Advisor). His specialties include investment management, retirement, and estate planning.

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Jason and his wife, Katie, are parents to three children.   They live in Elkhorn, NE. He enjoys hunting, cooking, hiking, and cheering for the Chicago Cubs and Nebraska Cornhuskers in his spare time.  He coaches youth basketball for the Elkhorn Athletic Association.

Before joining Stevens Capital Partners^SM, Dave spent five years at TD Ameritrade and Securities America in Operations and Learning and Development. He earned his Series 7, 63, 66, 4, and 24 licenses during that time.

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Dave takes great pride in providing industry knowledge and a first-class client experience.

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Dave has a wonderful wife and two amazing boys. He enjoys staying active and finding time to play the guitar in his spare time.

Natalia began her career at TD Ameritrade 18 years ago. Over the years, she has continued to work in Operations management in various roles and currently serves Stevens Capital Partners^SM in an operational management role.

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Natalia is passionate about impact through outreach and community involvement and enjoys spending time with charities and foundations. She considers herself a value-based, strategic, and purpose-led leader. She has committed to the vision that Stevens Capital Partners^SM is a future-focused company that understands that we all succeed when we care for people.

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In her free time, Natalia enjoys writing, reading, traveling, and outdoor activities with the family.

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As a couple, David and Natalia love being able to equip people with the tools they need to create the thriving family and life they’ve always dreamed about.

Liz is involved with the financial planning process and plays an integral role in client communication and practice management.

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Liz grew up in Northwest Iowa and graduated from Luther College with a degree in Business Management.

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Liz has over ten years of experience in the financial services industry.  Before working for Stevens Capital Partners^SM, she was a senior client associate for a local wealth management firm, dealing with high-net-worth clients. Liz holds her Series 65 license (Investment Advisor) and is currently a 2024 candidate for the Certified Financial Planning designation.

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Liz is married to Ryan, an Army EOD (Bomb Squad) veteran, now a civilian contractor managing explosives remediation.  They have two children.

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When Liz isn’t busy driving her children to their activities, she can be found singing or coaching her daughter’s cheerleading squad.

Carol has a bachelor’s degree in business administration from Bellevue University. She is responsible for the new client onboarding process as well as the day-to-day client service responsibilities. Carol has several years experience in supporting management teams in marketing, retail, and the non-profit industries before joining Stevens Capital Partners^SM.

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She brings a tremendous work ethic and enthusiastic personality to Stevens Capital Partners^SM and our clients. Carol believes having a positive outlook and a readiness to learn are the keys to personal growth.

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She and her husband Tom have 2 young adult sons and a teenage daughter. In her spare time Carol enjoys bleacher time at high school and club volleyball games, gardening, reading, baking, and walks with her dog.